I need some guidance of whether this is possible please?! Problem: We have a custom field (free-text) on a task record which is storing email addresses. I want a sublist on the Task to show Contacts where the email address matches. Issue: I can create the saved search for the sublist (based on the Contact record), but cannot create a new Sublist entry as the search does not appear and cannot be selected. The available filter on the search is InternalID, and Email. Alternative: An alternative, I thought, was to add a button on the Task via workflow, when pressed, would load the search, passing the email field as a url parameter but I cannot see how to do this via workflow. Resolution: Any help to acheive the sublist issues (or the alternative) will be hugely appreciated!!! Thanks

Did you check the Available as sublist box on your saved search?

Yes, and it is PUBLIC too. Very odd

I think your search needs to be the same record type as the record So if you want it to be a sublist on a task then the saved search needs to be a task search not a contact search

The available filter field must be of the List/Record type, meaning it is displayed in the user interface as a list. Constant value fields and numeric fields do not work. (SA48803 )